Confluence Podcasts Confluence Investment Management
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- Business
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Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).
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Asset Allocation Bi-Weekly - The Immigration Paradox (5/13/24)
Immigration is certainly one of the top political issues that Americans are considering this election year. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to explain how investors might fold this issue with all its complexities into their investment strategies.
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Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024
In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast for this recap is Kaisa Stucke, analyst and chair of the Asset Allocation Committee.
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Bi-Weekly Geopolitical Report – Middle East: Land of Fault Lines (5/6/2024)
As the conflict in Gaza and the protests command our attention, a better understanding of the deep divisions in the Middle East might increase our confidence as we make key investment decisions. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to help us gain perspective.
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Bi-Weekly Geopolitical Report – The Changing Face of War (4/22/2024)
The changing face of war makes it difficult for investors to identify exactly when war begins, when it ends, and when the right time is to implement a war-time investment strategy. Associate Market Strategist Daniel Ortwerth joins Phil Adler to offer some guidance.
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Asset Allocation Bi-Weekly - The Incremental Uranium Demand for Weapons (4/15/24)
The recent rally in the price of uranium appears to be more than just a flash in the pan. Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to focus on a major reason for this development that may be somewhat overlooked.
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Bi-Weekly Geopolitical Report – Is Japan Back? (4/8/2024)
The Japanese Nikkei 225 stock index was among the best performing in the world in 2023 and recently reached an all-time high. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss the reasons for the surge and whether there is room to grow from here.
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